33 Backstop Solutions Testimonials

“It was very much a patchwork of analysis that constrained the ability of the very talented people to extract the conclusions that they required.”

"Backstop has been a great solution for our firm and working with Backstop has been a great experience since the very beginning."

“Backstop is very user-friendly, intuitive, and has broad functionality. It is not just a great platform for contact information and a repository for all client engagement, but also useful in marketing campaign management and identifying suitable targets. In addition, the support provided is professional, informed, and readily available to assist with functionality of the platform.”

“We’re considered an institutional player, and Backstop is definitely one of those functions that can make every group a better performer and further institutionalize our investment management program.”

“With multiple PMs, we saw the benefit of having a centralized solution for investor management from the start. The system was very easy for everyone to get. There was no intensive training time, and we really appreciate all the help we got from the Backstop team as we were starting out. They were able to show us how intuitive data entry is in Backstop, and now we log everything! Not only does this help us leave a historical audit trail to ensure we stay compliant, but it’s also just good business sense to have everything in one place for everyone on my team to access at any time.”

“It is an excellent product, allowing us to effectively "mirror" our Trustee record keeping; which provides us the ability to reconcile and identify any potential errors and strengthens our level of assurance.”

“Backstop allows us to maintain the organization’s memory. Turnover is an unavoidable truth in any institution. As people go, they take with them crucial knowledge. Backstop is how we can mitigate this the system helps to keep track of all the conversations we have and all the people we have them with.”

"Backstop is very easy to organize. I have a wealth of data about our investors and prospects in one place. The tags allow me to have focused emails and campaigns. It makes us all more efficient at engaging our investors and prospects."

“We are able to connect relationships, understand who the players are, and manage meetings and communications. The system and the tools Backstop has provided to us are second to none in that regard.”

“Backstop is an excellent platform for any institution within the financial services industry with a vast array of products and functionality and an excellent support team. I would highly recommend this product to any friend or colleague.”

“At GFOS, we have always put our client interests at the heart of every investment decision we make. Backstop has empowered us with a better way to collaborate and synthesize critical information on a timely basis. Our experience has been very positive since day one, with the entire implementation process running smoothly since we transitioned to the system. Everything our investment team does that touches our investment activities is now facilitated by the Backstop platform. It has become an essential tool in our investment process.”

“Backstop is very customizable…the client/marketing team has been able to build out our instance and do a lot with it. The support team is very responsive. The report builder has been extremely useful for our client team, and the ETK function even more so.”

“Breadth of functionality. Quality of customer service. Strong focus on innovation, product improvement, and customer needs.”

“Great relational database for information tracking, contact management, client management, distribution, and accounting.”

"Backstop will help us achieve our goals as an investment firm, both through their technology solutions and as a trusted partner.”